Jennifer Lammer is a financial advisor at Diamond NestEgg with a Series 65 license and four years of industry experience. She has been with Diamond NestEgg since 2019 and is also the Chief Executive Officer and Managing Member of Lammer and Company, LLC, an inactive business entity. In addition to her advisory role, she works part-time as an independent insurance agent. Diamond NestEgg primarily serves individual clients by providing comprehensive financial planning, one-on-one coaching, and retirement and education planning. The firm emphasizes planning and client-directed implementation, focusing on educational programming and online personal finance courses rather than discretionary portfolio management.

Matthew Kinzer is a financial advisor at Markin Asset Management, LP with five years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Markin Asset Management and its related entities since 2019. He also has a background with Bank of America Private Bank. Markin Asset Management provides discretionary investment management to private pooled funds and separately managed accounts for individuals, trusts, endowments, and family offices. The firm uses proprietary multi-asset quantitative models with artificial intelligence and machine-learning techniques to construct and regularly rebalance portfolios, serving both fund investors and individual clients.

Gail Wiesenfeld is a financial advisor at Nardis Advisors LLC in New Rochelle, NY, with 10 years of industry experience. She has been with Nardis Advisors since 2013. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm offers customized portfolios across multiple asset classes, including socially responsible investment options, and maintains a cross-border operating posture with multiple offices and formal arrangements with non-U.S.-registered subadvisers.

Brendan O'Brien is a financial advisor at Gold Coast Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at R F Lafferty & Co., Inc. since 2013 in addition to his role at Gold Coast Wealth Management since 2010. Outside of advisory work, he is involved in a marketing services business, THE 1 TRAIN LLC, where he participates in operational decisions. Gold Coast Wealth Management provides discretionary investment supervisory services and pension consulting to individual and institutional clients. The firm manages approximately $415 million in assets using a multi-method investment process and offers tailored portfolio management including allocations to pooled investment vehicles and hedge funds.

Leonardo Brenes is affiliated with One Oak Capital Management, LLC and holds a Series 65 license. He has 24 years of experience at Michael DeRosa Accounting. One Oak Capital Management provides discretionary portfolio management to high-net-worth and individual clients, pooled investment vehicles, and private funds. The firm focuses on fixed-income strategies with investment-grade corporate and municipal bonds and operates a Multi-Strategy Fund that allocates to various liquid strategies while utilizing sub-advisers under a first-loss framework.

Ryan Mcdermott is a financial advisor with Everbridge Advisors in Rockville Centre, NY. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Finalis Securities LLC, Everbridge Capital, and Oxford Place Investment Company. Outside of his advisory duties, he is the founder of Everbridge Merchant, a capital-raising and advisory business focused on private middle market sponsors. Everbridge Advisors is a registered investment adviser serving institutional clients and high-net-worth individuals with discretionary portfolio management and consulting. The firm integrates fundamental, technical, and cyclical analysis with active trading strategies and operates an affiliated capital-funding business that provides funding solutions for acquisitions and growth.

Paula Oliveras is a financial advisor at ADC Wealth Management, LLC with 5 years of industry experience. She holds the Series 65 designation and has been with ADC Wealth Management since 2012. ADC Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to execute both long- and short-term trading strategies, and is notable for its use of options writing and derivatives within separately managed accounts.

Matthew Blank is a CFP® professional with 11 years of industry experience. He has served as an investment advisor representative and owner of Blank Equity Management LLC since 2010 and has worked at Lowell Road Asset Management, Inc. since 2020. Lowell Road Asset Management, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and small businesses, using a combination of fundamental, technical, and cyclical analysis. The firm offers both discretionary and non-discretionary account management and conducts public educational seminars and workshops.

Yehoshua Sternbach is a ChFC® credentialed financial advisor with nine years of industry experience. He is the principal of Yields For You, LLC and also holds roles at Teucrium Investment Advisors LLC and Yields for You Fund Management, Inc., where he provides marketing and consulting services to ETFs and money managers. Sternbach has experience subcontracting as a CTO for advisory platforms. Yields For You, LLC is an independent investment adviser managing approximately $10.8 million for individual and institutional clients. The firm provides investment management, financial planning, group coaching, and educational seminars, using a combination of passive and active strategies tailored to client goals and risk tolerance.

Jay Mc Neill is a CFP® with five years of experience at Main Street Financial and over nine years as Managing Member of LaRusso & McNeill LLC, where he provides tax, accounting, and consulting services to individuals and small businesses. He also worked for five years at ATS Advisors, a certified public accounting firm. Main Street Financial offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million across about 98 clients, using customized asset allocations and portfolio strategies that combine fundamental and technical analysis with a long-term focus while allowing tactical adjustments.

Stephen Varlotta is a Series 65-credentialed advisor at ProAthlete Wealth Management LLC with experience across several firms including SL Green Realty Corporation and Piper Sandler. He is based in Scarsdale, NY. ProAthlete Wealth Management LLC provides discretionary portfolio management, financial planning, and concierge services primarily to professional athletes and clients with complex personal and lifestyle needs. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, utilizing third-party managers for securities-level decisions while maintaining overall allocation control.

Robert Schaefer Sr. is a financial advisor at Buckram Securities Ltd with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for nine years. Outside of his advisory role, Schaefer serves as an officer at the Northampton Colony Yacht Club, a community organization. Buckram Securities Ltd provides investment advisory, brokerage, and insurance services primarily to individual clients, including high-net-worth individuals and retirement accounts. The firm offers discretionary portfolio management through its Buckram Wealth Management Program, combining advisory, broker-dealer, and insurance agency functions.

Markus Lammer is a Series 65 licensed financial advisor at Diamond NestEgg with 10 years of industry experience. His prior roles include positions at UBS Securities LLC and Credit Suisse Securities (USA) LLC. He also owns income-producing real estate in London, United Kingdom. Diamond NestEgg works primarily with individual clients, offering comprehensive financial planning, coaching, retirement and education planning, and modular advisory services. The firm emphasizes planning and client-directed implementation over discretionary management and supports investment strategies focused on passive vehicles such as mutual funds, ETFs, equities, fixed income, and REITs.

Steven Florio is a financial advisor with The Florio Wealth Management Group in Westbury, NY. He holds the ChFC® and Series 63 designations and has 13 years of industry experience. Prior to his current role, he worked nine years at Mass Mutual Investors Services and has been associated with MassMutual Life Insurance Company since 2012. In addition to advisory services, he is also active as an agent in life, health, group life, and group health insurance. The Florio Wealth Management Group provides pension consulting and financial planning services, primarily serving institutional and retirement-plan clients through referrals to third-party registered investment advisers. The firm focuses on retirement-plan fiduciary services under ERISA Section 3(38) and offers fee-based planning and consulting arrangements rather than relying mainly on asset-based fees.

Zechariah Zahler is a financial advisor at Creative Capital with a Series 65 designation and four years of industry experience. He has managed several real estate investment entities and owns a hardware store in Brooklyn, New York. His prior business activities include leadership roles in investment-related firms and operating a non-investment retail business. Creative Capital provides discretionary, fee-based portfolio management services primarily to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy using equities, options, and real estate partnership interests tailored to client objectives.

Ian Post is a CFP® and CFA® affiliated with Fifth Set Private Wealth Management LLC, bringing four years of industry experience. He has been with Fifth Set Investment Advisors LLC since 2011. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm that serves individuals, including high-net-worth clients, corporations, and other business entities. The firm’s investment approach is based on modern portfolio theory and the efficient market hypothesis, emphasizing diversified asset-class allocations and customized portfolios aligned with client risk profiles.

Yevgeniy Falkovich is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Vilga Financial Planning LLC, where he has worked since 2023. Prior to that, he was employed at BMO Capital Markets Corp. and KGS Alpha Capital Markets, L.P. Vilga Financial Planning LLC offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, with investment management provided alongside ongoing comprehensive planning.

Matthew Seymour is a financial advisor with Acorn Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Spartan Capital Securities, LLC, Acorn Capital Partners, and owning an accounting services firm, Seymour Associates PA. Acorn Capital Partners provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, institutional entities, charitable organizations, and corporations. The firm employs a combination of fundamental and technical investment methods, including market-timing strategies, with a focus on small and micro-cap equities and offers performance-based as well as asset-based fee arrangements.

Douglas Castro is a financial advisor at ADC Wealth Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with ADC Wealth Management and Charles Schwab & Co., Inc. for over a decade. ADC Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of analytical techniques and options-writing strategies within mostly non-discretionary accounts, managing approximately $206 million in assets across about 90 client relationships.

Boris Khaim is a financial advisor at Clutch Capital Management, LLC in Forest Hills, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clutch Capital Management since 2010. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, reporting, and basic financial planning. The firm employs a top-down investment approach focused on diversification, risk management, and tailored portfolios according to clients’ risk tolerance and investment objectives.